Hi Team,
I have to add new filter condition in below HR module in agent workspace.
I did same for normal view but for agent workspace view I don't know how can we achieve this.
I am trying to achieve it by below path.
1) navigate to - Agent Workspace for HR Case Management
2)Clicked on profile
3) Click on configure workspace
But there I am not getting module list
Please can someone help me that how can I add condition for below module in HR agent workspace.
Thanks,
Lucky
Hi @lucky24 ,
The process which you are following used to work for Legacy workspace!!
For your requirement,
If i want to Set up filtered lists in a HR Agent workspace, then Follow the below Steps, but before performing anything make sure you are in the Correct Application scope which is "Agent Workspace for HR Case Management" :
1. Navigate to All> UI Builder/UI Builder for Agent Workspace for HR case Management:
2. If you are using " UI Builder for Agent Workspace for HR Case Management", it would directly take you yo the HR Agent Workspace to configure, if you are using UI Builder, then Search for "HR Agent Workspace" from the experiences, like below:
3. Once your experience has opened, Select "LIST(List Default):
4. Now, Click on "LIST NAV" under "Left"
5. Now you'll see the Config panel for the component, At the bottom of the Config panel for the list component there are three links to configure the workspace list, Click on "Configuration" link :
6. Once, you click on "Configuration" , you will be redirected to "UX List Menu Configurations", from this list Select " Agent Workspace for HR Case Management List menu config:
7. Now, for example, i want to create a Filtered list, which should come under "All HR cases" , so from "Agent Workspace for HR Case Management List Menu Config" page, i will select "All HR cases" from the tab "UX List Categories":
Note: If you want to Create a New List Category, then Click on "New" from the tab "UX List Categories"
8. Click on "NEW" from "UX Lists" to create a New Filtered list:
9. Click Submit
Example for "Assigned to me" List with the conditions:
Hi @lucky24 ,
The process which you are following used to work for Legacy workspace!!
For your requirement,
If i want to Set up filtered lists in a HR Agent workspace, then Follow the below Steps, but before performing anything make sure you are in the Correct Application scope which is "Agent Workspace for HR Case Management" :
1. Navigate to All> UI Builder/UI Builder for Agent Workspace for HR case Management:
2. If you are using " UI Builder for Agent Workspace for HR Case Management", it would directly take you yo the HR Agent Workspace to configure, if you are using UI Builder, then Search for "HR Agent Workspace" from the experiences, like below:
3. Once your experience has opened, Select "LIST(List Default):
4. Now, Click on "LIST NAV" under "Left"
5. Now you'll see the Config panel for the component, At the bottom of the Config panel for the list component there are three links to configure the workspace list, Click on "Configuration" link :
6. Once, you click on "Configuration" , you will be redirected to "UX List Menu Configurations", from this list Select " Agent Workspace for HR Case Management List menu config:
7. Now, for example, i want to create a Filtered list, which should come under "All HR cases" , so from "Agent Workspace for HR Case Management List Menu Config" page, i will select "All HR cases" from the tab "UX List Categories":
Note: If you want to Create a New List Category, then Click on "New" from the tab "UX List Categories"
8. Click on "NEW" from "UX Lists" to create a New Filtered list:
9. Click Submit
Example for "Assigned to me" List with the conditions:
